◇ For accountants, lawyers, consultants and agencies

Win back billable hours and never miss an enquiry

From new-client enquiries to the paperwork that piles up, a lot of your day goes on admin instead of billable work. We set up quiet, behind-the-scenes automations that handle the chasing, sorting and replying so your team can focus on clients.

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◇ Sound familiar?

The bits of professional services that eat your week.

Half my day disappears into email, intake forms and chasing clients for documents we asked for weeks ago.

Good enquiries sit in the inbox over the weekend and by Monday the prospect has already gone elsewhere.

Every new client means the same back-and-forth collecting ID, statements and signed engagement letters.

I know we should follow up old leads and past clients, but nobody ever has time to actually do it.

◆ What we'd build for you

Done-for-you automations, tuned to how you actually run.

Client intake and document sorting

Reads incoming statements, invoices, ID and contracts, pulls out the key details and files them to the right client folder automatically, so nothing gets re-keyed or lost.

Chase-the-paperwork assistant

Tracks which documents are still outstanding for each matter or engagement and sends polite, automatic reminders until everything's received, with you cc'd on nothing you don't need.

Private chat-with-your-firm assistant

A secure assistant trained on your policies, precedents and past advice, so staff get instant answers from your own documents instead of digging through shared drives.

After-hours enquiry catcher

Answers calls and web enquiries around the clock, qualifies the matter, captures contact details and books the initial consult straight into your calendar.

Reactivate dormant clients

Quietly works through past clients and stale leads with timely, personalised check-ins, bringing back work that would otherwise sit forgotten in your CRM.

◇ The services behind it

What powers your automations.

Premium

Intelligent Document Processing

Read, extract, validate, file

New

Custom AI Assistants

Chat with your business

AI Receptionist

Your 24/7 AI phone receptionist

New

AI Outbound

Keep your pipeline warm

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◆ See it working

Try the Flora Assistant demo.

Flora by Sudha · Brisbane — a live, interactive demo of the kind of AI front desk we'd build you. No signup.

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◇ Common questions

Professional Services owners often ask…

How much does it cost to set up AI automation for my firm?
Pricing depends on what you want automated, so we don't run a one-size-fits-all package. After a free discovery call we'll scope the work and give you a clear, fixed quote up front, with no surprises. Most professional services firms start with one or two priorities, like an AI receptionist or automated bookings, then add more once they see how it goes.
Will this replace my staff?
No. The idea is to take the repetitive admin off your team's plate, like answering common questions, booking appointments and chasing paperwork, so they can spend more time on client work that actually needs a person. Your staff stay in control, and anything sensitive still goes to a human.
Does it work with the booking and CRM software I already use?
In most cases, yes. We build around the tools you already rely on, whether that's your practice management system, calendar or CRM, rather than asking you to switch everything over. On the discovery call we'll check your current setup and tell you honestly what connects easily and what might need a workaround.
Is my clients' data safe?
We take this seriously, especially for accountants and lawyers handling confidential information. We use reputable, secure platforms, only connect the data a task genuinely needs, and we'll walk you through exactly where your information goes and how it's protected. Nothing gets set up without your sign-off.
How long does it take to get up and running?
A focused first automation, like an AI receptionist or automated booking flow, is often live within a couple of weeks, depending on your tools and how much we're connecting. Larger or more involved setups take a bit longer, and we'll give you a realistic timeline once we've scoped it on the discovery call. We handle the build for you, so it's not extra work on your end.

See what we'd automate first for your professional services business.

Take the free 2-minute AI Efficiency Audit, or book a 30-minute discovery call. No pitch, no pressure — just an honest look at your biggest wins.

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